2024-05-13T13:11:08-05:00 2023-06-30 205991824 SC&H GROUP INC 910 RIDGEBROOK ROAD SPARKS MD 21152 990 2022-07-01 521338141 MOSAIC COMMUNITY SERVICES INC MOSA 4104539553 1925 GREENSPRING DRIVE TIMONIUM MD 21093 KELLY SAVOCA SVP AND CFO 4104539553 2024-05-07 1 KELLY SAVOCA 999009999 1 LORI S BURGHAUSER P00370694 4104031500 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KELLY SAVOCA 6501 NORTH CHARLES ST TOWSON MD 21204 51396154 0 X WWW.SHEPPARDPRATT.ORG/MOSAIC X 1988 MD PROVIDING COMMUNITY-BASED OUTPATIENT BEHAVIORAL HEALTH, RESIDENTIAL REHABILITATION AND SOCIAL SERVICES AS PART OF SHEPPARD PRATT CONTINUUM OF CARE. 5 1 784 1 0 0 5304693 6042436 42759887 44992273 523512 154130 408480 207315 48996572 51396154 0 0 0 0 30202811 30324627 0 0 0 18818118 18676120 49020929 49000747 -24357 2395407 35498763 43570827 17278456 22566234 18220307 21004593 X MOSAIC COMMUNITY SERVICES, INC., A SUBSIDIARY OF SHEPPARD PRATT, A NOT-FOR-PROFIT BEHAVIORAL HEALTH SYSTEM, IS DEDICATED TO IMPROVING THE QUALITY OF LIFE OF INDIVIDUALS AND FAMILIES BY COMPASSIONATELY SERVING THEIR MENTAL HEALTH, ADDICTION, SPECIAL EDUCATION, AND COMMUNITY SUPPORT NEEDS. 0 0 37023057 37456888 REHABILITATION AND RECOVERY SERVICES: PROVIDES RESIDENTIAL AND REHABILITATION SUPPORT, LIVING SKILLS, AND VOCATIONAL SERVICES TO ADULTS WITH SERIOUS MENTAL ILLNESS AND DEVELOPMENTAL DISABILITIES. 3846454 7742700 COMMUNITY TREATMENT: PROVIDES COMPREHENSIVE OUTPATIENT MENTAL HEALTH SERVICES TO ADULTS, ADOLESCENTS, AND CHILDREN. 40869511 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 312 0 784 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X KELLY SAVOCA 4109385401 6501 NORTH CHARLES STREET TOWSON MD 21204 HARSH TRIVEDI MD PRESIDENT AND CEO 1.00 40.00 X 0 1334367 52907 KELLY SAVOCA SVP AND CFO, TREASURER/SECRETARY 1.00 40.00 X X 0 597885 27828 GREG GATTMAN VP, HOSPITALS 1.00 40.00 X 0 520882 52872 JEFFREY W RICHARDSON VP & COO COMMUNITY BASED PROGRAMS 1.00 40.00 X X 0 482590 55394 SUPRIYA NARANG CHIEF MEDICAL OFFICER/FORMER KEY 40.00 0.00 X 315274 0 3182 LEROY BELL PSYCHIATRIST 40.00 0.00 X 284271 0 2557 LASZLO TRAZKOVICH PSYCHIATRIST 40.00 0.00 X 236782 0 20415 SARAH NORMAN CHIEF, COMMUNITY DEVELOPMENT 40.00 1.00 X 206152 0 25805 MIGUEL ARCE PSYCHIATRIST 40.00 0.00 X 220533 0 9377 DIANE MAISTROS CAO COMM SERV FORMER KEY 40.00 0.00 X 205322 0 12664 ANTONIO SIMPKINS BOARD MEMBER 1.00 1.00 X 0 0 0 1468334 2935724 263001 18 1 1 0 SCHINDLER ELEVATOR CORPORATION 1730 TWIN SPRINGS RD 22 BALTIMORE MD 21227 ELEVATOR SERVICES 484338 EVISION MEDICAL ADULT DAY CENTER 100 S TAYLOR AVE ESSEX MD 21221 HEALTH SERVICES 397544 LEVEL 3 1025 ELDORADO BLVD BROOMFIELD CO 80021 IT/COMMUNICATIONS 330558 SCHNEIDER ELECTRIC BUILDINGS AMERICAS IN 9 EASTER CT SUITE G OWINGS MILLS MD 21117 BUILDING INFRASTRUCTURE 323398 AMERICAN MAID INC 18 COCKEYSVILLE RD SUITE 203 COCKEYSVILLE MD 21030 JANITORIAL SERVICES 261550 23 5218943 823493 6042436 REHABILITATION REVENUE 624200 37059878 37059878 CLINIC REVENUE 624200 5838730 5838730 GROSS RENTAL INCOME 624200 1579415 1579415 ALL OTHER PROGRAM SERVICE REVENUE 624200 514250 514250 44992273 154130 154130 INTERCOMPANY REVENUE 624200 207315 207315 207315 51396154 45199588 0 154130 25296204 23816685 1479519 102622 95407 7215 2937395 2369685 567710 1988406 1864188 124218 90945 1288 89657 141975 141975 924470 856983 67487 87 87 900902 488757 412145 1779314 1034903 744411 5161321 4504819 656502 585913 427550 158363 74020 38929 35091 78536 34428 44108 2200621 1485525 715096 470114 377515 92599 CLIENT RENT EXPENSE 1841213 1841213 CLIENT SERVICES 1475501 1475430 71 INTERCOMPANY 1390086 1390086 FOOD EXPENSE 1223290 1223290 337812 156206 181606 49000747 40869511 8131236 0 3140817 5137403 824828 0 1501372 924888 3131878 2922481 717112 1103990 45691600 31262913 14679036 14428687 4538922 4776735 120000 120000 6844798 14156643 35498763 43570827 12238665 5867435 15535 1866000 1449000 144500 314120 373699 261117 2655592 14659027 17278456 22566234 X 17897466 20669302 322841 335291 18220307 21004593 35498763 43570827 X 2395407 141070 247809 X X 0 1 X 1 1 1 X 4255257 5715552 4462866 5304693 6042436 25780804 4255257 5715552 4462866 5304693 6042436 25780804 25780804 136011 132560 157511 523512 154130 1103724 26884528 209335438 0.95890 0.95320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 250613 50000 11619 11619 300613 250613 250613 250613 37975 37975 250613 250613 30071 30071 250613 250613 4596 4596 250613 0.00000 1.00000 0.00000 0 0 1749824 1749824 27784673 18541716 9242957 2193644 1711325 482319 12732390 11009872 1722518 1231069 1231069 14428687 CDA RESERVE FUND 75699 STATE UNEMPLOYMENT RESERVE FUND 502062 DUE FROM AFFILIATES 8116940 RIGHT OF USE ASSETS 5461942 14156643 DUE TO AFFILIATES 7965850 ASSET RETIREMENT OBLIGATION 239568 SELF INSURANCE 620364 INTEREST RATE SWAP LIABILITY 56284 OPERATING LEASES - RIGHT OF USE 5776961 14659027 PART IV, LINE 2B: THE ORGANIZATION FUNCTIONS AS A CUSTODIAN FOR ITS CLIENTS BY HOLDING SOCIAL SECURITY FUNDS. THE ORGANIZATION ALSO HOLDS TENANT SECURITY DEPOSITS FOR ITS CLIENTS. PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUND IS FOR THE BENEFIT AND WELFARE OF OUR CLIENTS. 0 1 0 0 0 0 0 0 0 HARSH TRIVEDI MD PRESIDENT AND CEO 0 1140833 0 0 0 193534 0 52850 0 57 0 1387274 0 150000 KELLY SAVOCA SVP AND CFO, TREASURER/SECRETARY 0 498322 0 0 0 99563 0 27771 0 57 0 625713 0 73522 GREG GATTMAN VP, HOSPITALS 0 439945 0 0 0 80937 0 27850 0 25022 0 573754 0 73282 JEFFREY W RICHARDSON VP & COO COMMUNITY BASED PROGRAMS 0 475833 0 0 0 6757 0 27176 0 28218 0 537984 0 0 SUPRIYA NARANG CHIEF MEDICAL OFFICER/FORMER KEY 312800 0 0 0 2474 0 2500 0 682 0 318456 0 0 0 LEROY BELL PSYCHIATRIST 280711 0 0 0 3560 0 2500 0 57 0 286828 0 0 0 LASZLO TRAZKOVICH PSYCHIATRIST 233461 0 0 0 3321 0 2360 0 18055 0 257197 0 0 0 SARAH NORMAN CHIEF, COMMUNITY DEVELOPMENT 204309 0 0 0 1843 0 1810 0 23995 0 231957 0 0 0 MIGUEL ARCE PSYCHIATRIST 217968 0 0 0 2565 0 2154 0 7223 0 229910 0 0 0 DIANE MAISTROS CAO COMM SERV FORMER KEY 202910 0 0 0 2412 0 2000 0 10664 0 217986 0 0 0 PART I, LINE 3 THE TOP MANAGEMENT OFFICIALS ARE UNCOMPENSATED BY THE REPORTING ORGANIZATION. THE REPORTING ORGANIZATION RELIES ON SHEPPARD PRATT HEALTH SYSTEM, INC., A RELATED ORGANIZATION, TO ESTABLISH COMPENSATION FOR THE TOP MANAGEMENT OFFICIALS. PART I, LINE 4B DURING CALENDAR YEAR 2022, THE FOLLOWING PARTICIPATED IN SHEPPARD PRATT'S 457(F) PLAN: HARSH TRIVEDI $50,000 JEFFREY RICHARDSON $25,000 GREG GATTMAN $25,000 KELLY SAVOCA $25,000 DURING THE CALENDAR YEAR, THE FOLLOWING INDIVIDUALS RECEIVED PAYMENTS AS PART OF THEIR PARTICIPATION IN SHEPPARD PRATT'S 457(F) PLAN: HARSH TRIVEDI $167,678 GREG GATTMAN $73,282 KELLY SAVOCA $73,522 A MD HEALTH & HIGHER EDUCATION FOUNDATION 520936091 2016-09-28 4066000 ADVANCE REFUNDING SERIES D POOLED FINANCING 0 0 0 A 2617000 4066000 77812 3988188 2016 1 0 1 1 A 0 1 0 0 0.02250 0.02250 0 0 1 A 0 1 0 0 1 1 BB&T 9.758000000000 0 0 0 0 1 A 1 SCHEDULE K, PART IV, LINE 1 THE MOST RECENT ARBITRAGE CALCULATION TOOK PLACE DURING JANUARY 2019. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION IS A WHOLLY OWNED SUBSIDIARY OF THE SHEPPARD & ENOCH PRATT FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A THE SHEPPARD & ENOCH PRATT FOUNDATION HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE SHEPPARD & ENOCH PRATT FOUNDATION HOLDS RESERVED RIGHTS WHICH INCLUDE THE POWERS TO APPOINT AND REMOVE BOARD MEMBERS. THE FOUNDATION HOLDS THE RIGHT TO APPROVE CERTAIN SELECT TRANSACTIONS OF ITS SUBSIDIARIES INCLUDING THE SELECTION OF THE AUDITING FIRM AND INSURANCE PROVIDER. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. REVIEWS THE FORM 990 AT THE APRIL MEETING. FOLLOWING FINANCE COMMITTEE REVIEW OF THE FORM 990, THE FORM 990 IS POSTED TO THE SHEPPARD PRATT WEBSITE PORTAL FOR THE BOARD OF DIRECTORS REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL TRUSTEES AND KEY EXECUTIVE PERSONNEL TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CFO WHO SUMMARIZES THE REPORTED CONFLICTS. THIS INFORMATION IS THEN PRESENTED TO THE CEO AND THE CHAIRMAN OF THE BOARD FOR REVIEW. IF IN THE NORMAL COURSE OF CONDUCTING A BOARD MEETING, AN AGENDA TOPIC IS DETERMINED TO PRESENT A CONFLICT OF INTEREST, THE INTERESTED BOARD MEMBER IS REQUIRED TO DISQUALIFY HIM OR HERSELF FROM ANY FURTHER DISCUSSION ON THE MATTER. THE CHAIRPERSON WILL SELECT A DISINTERESTED PERSON TO INVESTIGATE ALTERNATIVES TO THE TRANSACTION THAT POSES THE POTENTIAL CONFLICT. IF AFTER EXERCISING DUE DILIGENCE THE BOARD DETERMINES THAT IT'S UNABLE TO SECURE A MORE ADVANTAGEOUS TRANSACTION WITH AN ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST, THE BOARD WILL DETERMINE WHETHER OR NOT TO ENTER INTO THE TRANSACTION, IF IT IS IN THE BEST INTEREST OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 SALARIES OF THE CEO AND TOP MANAGEMENT ARE REVIEWED BY THE EMPLOYEE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES OF SHEPPARD AND ENOCH PRATT FOUNDATION, INC. THIS COMMITTEE IS COMPRISED OF INDEPENDENT TRUSTEES. THE TRUSTEES REVIEW COMPENSATION FOR REASONABLENESS. THEY USE COMPARATIVE INDUSTRY DATA AND FORM 990S OF OTHER ORGANIZATIONS IN THEIR REVIEW PROCESS. THE PROCESS FOR EMPLOYEE COMPENSATION INCLUDES DEVELOPMENT OF COMPENSATION RECOMMENDATIONS BASED ON MARKET SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA AS WELL AS WRITTEN EMPLOYMENT CONTRACTS. THE SALARY INFORMATION FOR THIS GROUP IS OBTAINED BY A CONSULTANT THAT IS ENGAGED BY THE EXECUTIVE COMPENSATION COMMITTEE. THIS CONSULTANT USES CURRENT MARKET COMPENSATION SURVEYS AND OTHER COMPARATIVE INDUSTRY DATA TO MAKE RECOMMENDATIONS, THAT ARE THEN PRESENTED TO THE EXECUTIVE COMPENSATION COMMITTEE FOR APPROVAL. THE EXECUTIVE COMPENSATION COMMITTEE REPORTS THAT COMPENSATION WAS APPROVED TO THE FULL BOARD. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING FOR DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND OTHER POLICIES INCLUDING THE CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM AFFILIATE 258,272. SWAP FMV ADJUSTMENT -10,463. FORM 990, PART XII, LINE 2C THE PARENT ENTITY, SHEPPARD AND ENOCH PRATT FOUNDATION, INC., HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SHEPPARD & ENOCH PRATT FOUNDATION INC PO BOX 6815 BALTIMORE MD 21285 521357109 CONDUCT FUNDRAISING ACTIVITIES TO SUPPORT AFFILIATED ORGANIZATIONS MD 501(C)(3) 7 N/A 0 SHEPPARD PRATT HEALTH SYSTEM INC PO BOX 6815 BALTIMORE MD 21285 520591684 PROVIDES INPATIENT/OUTPATIENT CARE, EDUC SVCS & RESID SVCS MD 501(C)(3) 3 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT INVESTMENT INC PO BOX 6815 BALTIMORE MD 21285 521388935 HOLD AND MANAGE ENDOWMENT FUNDS OF RELATED NONPROFIT ENTITIES MD 501(C)(3) 12A SHEPPARD & ENOCH PRATT FOUNDATION INC 0 FAMILY SERVICES INC 610 EAST DIAMOND AVE GAITHERSBURG MD 20877 520730225 FOSTER HEALTHY FAMILIES THROUGH EDUC, BEHAVIORAL HLTH, ETC SVCS MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 WAY STATION INC PO BOX 3826 FREDERICK MD 21705 521162749 PROVIDES REHABILITATION & TREATMENT SVCS MD 501(C)(3) 7 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 SHEPPARD PRATT PHYSICIANS PA PO BOX 6815 BALTIMORE MD 21285 521392214 PROVIDE HEALTHCARE TO PATIENTS & RESIDENCY TRNG TO MED PRO'S MD 501(C)(3) 10 SHEPPARD & ENOCH PRATT FOUNDATION INC 0 REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521849336 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 020650286 PROVIDE AFFORDABLE HOUSING TO LOW-INCOME INDIVIDUALS WITH MENTAL ILLNESSES. MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 ALLIANCE INC 8003 CORPORATE DRIVE NOTTINGHAM MD 21236 521277262 OFFER EDUC, VOC & RESID SVCS FOR INDIVIDUALS W/ DISABILITIES MD 501(C)(3) 7 MOSAIC COMMUNITY SERVICES INC 1 WAY STATION FOUNDATION INC 230 W PATRICK ST PO BOX 3826 FREDERICK MD 21705 521857765 SOLICIT AND ACCEPT FUNDS AND PROPERTY TO SUPPORT AFFILIATED ORGANIZATION MD 501(C)(3) 7 WAY STATION INC 0 CRANBROOK HOMES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 522094389 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 DOS DELOS INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 522211157 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 GUILFORD HOMES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 311719671 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 TERRY HOMES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 522284384 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 SCHNEIDER & RYLAND HOMES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521914510 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 STANSBURY HOMES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 521952714 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 HICKERNELL HOMES INC 1925 GREENSPRING DRIVE TIMONIUM MD 21093 522021873 PROVIDING AFFORDABLE HOUSING TO THE CHRONICALLY MENTALLY DISABLED MD 501(C)(3) 10 MOSAIC COMMUNITY SERVICES INC 1 BEHAVIORAL HEALTH PARTNERS OF FREDERICK INC PO BOX 6815 BALTIMORE MD 21285 522125435 OUTPATIENT PSYCHIATRIC AND BEHAVIORAL MEDICINE MD 501(C)(3) 3 MOSAIC COMMUNITY SERVICES INC 1 SHEPPARD PRATT PREFERRED RESOURCES INC 6501 N CHARLES ST TOWSON MD 21285 521757742 INACTIVE MD N/A C 0 SHEPPARD PRATT ASSURANCE COMPANY LLC CARIBBEAN PLAZA 2ND FLOOR NORTH B GEORGE TOWN CJ KYL-1102 981668282 INSURANCE CJ N/A C 0 OMNI HOUSE INC 7440 BALTIMORE ANNAPOLIS BLVD GLEN BURNIE MD 21061 521226449 MENTAL HEALTH, PSYCHIATRIC REHAB, AND RESIDENTIAL SERVICES FOR ADULTS MD N/A C 0 0 0 0 1 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 SHEPPARD PRATT HEALTH SYSTEM O 654792 FMV SHEPPARD PRATT HEALTH SYSTEM K 256794 FMV SHEPPARD PRATT HEALTH SYSTEM P 483273 FMV SHEPPARD PRATT HEALTH SYSTEM P 30544 FMV ALLIANCE INC P 212489 FMV SHEPPARD PRATT HEALTH SYSTEM K 202044 FMV DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC D 308488 FMV REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC D 101291 FMV BEHAVIORAL HEALTH PARTNERS OF FREDERICK D 255172 FMV DULANEY STATION COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC O 57926 FMV REVISIONS COMMUNITY HOUSING DEVELOPMENT ORGANIZATION INC O 149389 FMV SCHEDULE R, PART II: WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC. WORK WITH NUMEROUS HUD ENTITIES TO CARRY OUT THEIR EXEMPT PURPOSE. WHILE THERE IS BOARD OVERLAP THE ULTIMATE CONTROL RESIDES WITH THE HUD ENTITIES. HUD ENTITIES ARE REFLECTED ON THE SCHEDULE R OF WAY STATION INC., MOSAIC COMMUNITY SERVICES INC. AND FAMILY SERVICES INC.